Purchases and Sales Made in Q3 2022 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q3 2022. The information is specifically focused on institutions that hold shares of VANGUARD FINANCIAL ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
766+ 4.87% |
$57K - $67.6K
|
16.5K
$2.03M
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
754+ 2.28% |
$56.1K - $66.5K
|
33.9K
$4.16M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
750+ 6.2% |
$55.8K - $66.2K
|
12.9K
$1.58M
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
746+ 4.6% |
$55.5K - $65.8K
|
17K
$2.09M
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
728+ 12.32% |
$54.2K - $64.2K
|
6.64K
$815K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
722+ 6.66% |
$53.7K - $63.7K
|
11.6K
$1.42M
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
715New |
$53.2K - $63.1K
|
715
$87.8K
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
694+ 20.65% |
$51.7K - $61.2K
|
4.06K
$498K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
692+ 1.6% |
$51.5K - $61K
|
44K
$5.4M
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
670New |
$49.9K - $59.1K
|
670
$82.3K
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
669+ 5.21% |
$49.8K - $59K
|
13.5K
$1.66M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
650New |
$48.4K - $57.3K
|
650
$79.8K
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
604+ 22.34% |
$45K - $53.3K
|
3.31K
$406K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
583+ 0.51% |
$43.4K - $51.4K
|
115K
$14.1M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
529+ 18.88% |
$39.4K - $46.7K
|
3.33K
$409K
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
526New |
$39.2K - $46.4K
|
526
$64.6K
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
500+ 11.11% |
$37.2K - $44.1K
|
5K
$614K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
462+ 6.32% |
$34.4K - $40.8K
|
7.77K
$954K
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
461New |
$34.3K - $40.7K
|
461
$56.6K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
454+ 129.34% |
$33.8K - $40K
|
805
$98.9K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
442+ 47.84% |
$32.9K - $39K
|
1.37K
$168K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
442+ 5.17% |
$32.9K - $39K
|
8.99K
$1.1M
|
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
420+ 3.81% |
$31.3K - $37K
|
11.4K
$1.4M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
389+ 1.83% |
$29K - $34.3K
|
21.7K
$2.66M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
381+ 4.0% |
$28.4K - $33.6K
|
9.91K
$1.22M
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
361New |
$26.9K - $31.8K
|
361
$44.3K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
326+ 3.24% |
$24.3K - $28.8K
|
10.4K
$1.28M
|
|
Nov 15, 2022
Q3 2022
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
316+ 1.46% |
$23.5K - $27.9K
|
22K
$2.7M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
311+ 3.74% |
$23.2K - $27.4K
|
8.64K
$1.06M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
310+ 4.37% |
$23.1K - $27.3K
|
7.41K
$910K
|
|
Oct 26, 2022
Q3 2022
|
Pariax, LLC
|
BUY
|
- |
310+ 0.47% |
$23.1K - $27.3K
|
66.3K
$8.14M
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
301New |
$22.4K - $26.6K
|
301
$37K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
297+ 1.43% |
$22.1K - $26.2K
|
21.1K
$2.6M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
293+ 9.99% |
$21.8K - $25.8K
|
3.23K
$396K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
290New |
$21.6K - $25.6K
|
290
$35.6K
|
|
Oct 19, 2022
Q3 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
275+ 0.7% |
$20.5K - $24.3K
|
39.8K
$4.89M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
270New |
$20.1K - $23.8K
|
270
$33.2K
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
269+ 2.73% |
$20K - $23.7K
|
10.1K
$1.24M
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
250+ 2.91% |
$18.6K - $22.1K
|
8.84K
$1.09M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
237+ 5.2% |
$17.6K - $20.9K
|
4.8K
$589K
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
200New |
$14.9K - $17.6K
|
200
$24.6K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
200New |
$14.9K - $17.6K
|
200
$24.6K
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
200+ 0.35% |
$14.9K - $17.6K
|
57.3K
$7.04M
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
198+ 1.71% |
$14.7K - $17.5K
|
11.8K
$1.45M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
197New |
$14.7K - $17.4K
|
197
$24.2K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
197+ 5.46% |
$14.7K - $17.4K
|
3.81K
$468K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
182New |
$13.5K - $16.1K
|
182
$22.3K
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
BUY
|
- |
161+ 0.31% |
$12K - $14.2K
|
52.6K
$6.47M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
161+ 4.35% |
$12K - $14.2K
|
3.86K
$474K
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
154+ 3.0% |
$11.5K - $13.6K
|
5.29K
$649K
|